Rick Moreno
About Rick Moreno
Rick Moreno is the Managing Director of Global Wealth at Apollo Global Management, Inc., with a career spanning several prominent financial institutions. He has held various leadership roles, including Director of Business Development at Aperio Group and Managing Director at BlackRock, contributing significantly to the establishment of family office businesses in the Western US.
Current Role at Apollo Global Management
Rick Moreno currently serves as Managing Director, Global Wealth at Apollo Global Management, Inc. since 2023. In this role, he leads the coverage of the Western US for the Global Family Office business. His responsibilities include developing strategies to enhance client relationships and expanding the firm's presence in the wealth management sector.
Previous Experience at BlackRock
Prior to his current position, Rick Moreno worked at BlackRock as Managing Director from 2002 to 2012 and again from 2021 to 2023. During his tenure, he played a significant role in establishing BlackRock's Family Offices, Foundations, and Endowments group. He also contributed to the firm's growth by leading initiatives focused on family office services.
Career at KKR
Rick Moreno held the position of Director at KKR from 2012 to 2014. He was instrumental in establishing the Family Office business in the Western US, contributing to KKR's strategic expansion in this market. His efforts helped shape the firm's approach to serving high-net-worth clients.
Education and Academic Background
Rick Moreno studied at Santa Clara University, where he earned a Bachelor of Science (B.S.) degree in Economics from 1976 to 1980. His academic background provided a foundation for his career in finance and wealth management, equipping him with essential analytical skills.
Early Career and Experience
Rick Moreno began his career as an Associate Consultant at Accenture from 1980 to 1983. He later worked at Goldman Sachs as Vice President from 1999 to 2002, where he was a member of the Steering Committee that established the Goldman Sachs Trust Company. His diverse experiences across various financial institutions have shaped his expertise in client development and wealth management.